My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

Running, Golf and Fishing.

Community Participation

National Day of Service November 15, 2013 at Gleaners Community Food Bank

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Experience

19
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Awards & Recognition

  • H & R Block Financial Advisors Silver Elite Advisor , 2006
  • H & R Block Financial Advisors Silver Elite Advisor , 2005
  • Ameriprise Circle of Success, 2011

Qualifications

  • Series 7, 63, 65, Life & Health
  • BS Finance - Central Michigan University 1995
  • Masters in Business Administration - Wayne State University 2001
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • Silver Elite Advisor 2005, 2006
  • I have been helping people reach their goals since 1995.
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Education

  • Wayne State University, Detroit MI
  • Central Michigan University, Mt Pleasant, MI

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.